SC&H Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.59M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.47M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $2.51M | Sell |
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|
2021
Q4 | $2.79M | Buy |
|